{"id":95480,"date":"2025-08-19T23:44:09","date_gmt":"2025-08-19T23:44:09","guid":{"rendered":"https:\/\/www.newsbeep.com\/us\/95480\/"},"modified":"2025-08-19T23:44:09","modified_gmt":"2025-08-19T23:44:09","slug":"mizuho-sees-oracle-orcl-as-structural-ai-winner-raises-target-to-300","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/us\/95480\/","title":{"rendered":"Mizuho Sees Oracle (ORCL) as Structural AI Winner, Raises Target to $300"},"content":{"rendered":"\n<p class=\"yf-1090901\">Oracle Corporation (NYSE:<a href=\"https:\/\/finance.yahoo.com\/quote\/ORCL\" data-ylk=\"slk:ORCL;elm:context_link;itc:0;sec:content-canvas\" class=\"link \" rel=\"nofollow noopener\" target=\"_blank\">ORCL<\/a>) is one of the\u00a0<a href=\"https:\/\/www.insidermonkey.com\/blog\/10-ai-stocks-on-wall-streets-radar-9-1593051\/?singlepage=1\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:AI Stocks On Wall Street\u2019s Radar;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">AI Stocks On Wall Street\u2019s Radar<\/a>.\u00a0On August 15, Mizuho analyst Siti Panigrahi raised the price target on the stock to $300.00 (from $245.00) while maintaining an Outperform rating. Oracle is one of the top picks for Mizuho.<\/p>\n<p class=\"yf-1090901\">According to the firm, Oracle is evolving as a structural winner in artificial intelligence. \u00a0Moreover, Oracle Cloud\u2019s \u201cdifferentiated\u201d architecture is seeing a surge in demand for AI training workloads, in turn driving a growth inflection.<\/p>\n<p>     <img fetchpriority=\"high\" decoding=\"async\" src=\"data:image\/gif;base64,R0lGODlhAQABAIAAAAAAAP\/\/\/ywAAAAAAQABAAACAUwAOw==\" alt=\"Mizuho Sees Oracle (ORCL) as Structural AI Winner, Raises Target to $300\" loading=\"eager\" height=\"538\" width=\"960\" class=\"yf-1gfnohs loader\"\/> Mizuho Sees Oracle (ORCL) as Structural AI Winner, Raises Target to $300       <\/p>\n<p class=\"yf-1090901\">A portfolio manager using a laptop to analyze market trends in the public equity markets.<\/p>\n<p class=\"yf-1090901\">The firm also believes that analyst day in October may serve as a major catalyst for a re-rating of Oracle shares.<\/p>\n<p class=\"yf-1ba2ufg\">\u201cAt the cusp of the enterprise AI revolution, we have increased confidence that Oracle is emerging as a structural AI winner. OCI\u2019s differentiated architecture and surging demand for AI training workloads are driving a clear inflection in growth. With its end-to-end AI stack, spanning vertical and horizontal applications, mission-critical database technology, and infrastructure for AI training\/inference, Oracle is well positioned to capture a disproportionate share of AI-driven enterprise spend over time, accelerating revenue growth (~27% 5-year CAGR) and operating income (~24% 5-year CAGR) through FY30E.\u201d<\/p>\n<p class=\"yf-1090901\">Oracle Corporation (NYSE:ORCL) is a database management and cloud service provider.<\/p>\n<p class=\"yf-1090901\">While we acknowledge the potential of ORCL as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you&#8217;re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the<a href=\"https:\/\/www.insidermonkey.com\/blog\/three-megatrends-one-overlooked-stock-massive-upside-1548959\/\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:best short-term AI stock;elm:context_link;itc:0;sec:content-canvas\" class=\"link \"> best short-term AI stock<\/a>.<\/p>\n<p class=\"yf-1090901\">READ NEXT: <a href=\"https:\/\/www.insidermonkey.com\/blog\/10-ai-stocks-analysts-are-watching-closely-3-1593443\/\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:10 AI Stocks Analysts Are Watching Closely;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">10 AI Stocks Analysts Are Watching Closely<\/a> and <a href=\"https:\/\/www.insidermonkey.com\/blog\/10-ai-stocks-making-headlines-this-week-2-1591809\/\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:10 AI Stocks Making Headlines This Week;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">10 AI Stocks Making Headlines This Week<\/a><\/p>\n<p class=\"yf-1090901\">Disclosure: None.<\/p>\n","protected":false},"excerpt":{"rendered":"Oracle Corporation (NYSE:ORCL) is one of the\u00a0AI Stocks On Wall Street\u2019s Radar.\u00a0On August 15, Mizuho analyst Siti Panigrahi&hellip;\n","protected":false},"author":2,"featured_media":95481,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[45],"tags":[182,181,507,19736,64573,30004,64574,74],"class_list":{"0":"post-95480","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-artificial-intelligence","8":"tag-ai","9":"tag-artificial-intelligence","10":"tag-artificialintelligence","11":"tag-mizuho","12":"tag-oracle-cloud","13":"tag-oracle-corporation","14":"tag-siti-panigrahi","15":"tag-technology"},"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts\/95480","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/comments?post=95480"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts\/95480\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/media\/95481"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/media?parent=95480"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/categories?post=95480"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/tags?post=95480"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}